Energy Insights
There is plenty of data in the world, but deriving the right insights from this data can be challenging. Our Insights articles provide perspectives whilst clearly outlining data and assumptions driving conclusions. Constructive feedback is most welcome. “Let the data speak for itself!”
These articles do not provide investment, business, or legal advice. Posts are for general information purposes only, and remain subject to change.
Alberta-Power: The Change is Structural, not Cyclical!
An analysis of Alberta electricity supply & demand scenarios illustrating the structural change driving a sharp increase in zero-dollar pool prices.
Alberta Power Snapshot - November 2024
A brief review of Alberta electricity pool prices in November 2024.
Q&A: Alberta Power - October Snapshot
Thank you for all the questions regarding our Alberta Power October Snapshot! This article provides a summary response.
Alberta Power Snapshot - October 2024
More records have been broken in the AB electricity market in October 2024. The biggest story were yet again zero-dollar hours.
A level playing field saves taxpayer money!
A levelized playing field for competing technologies significantly reduces the cost to taxpayers by driving customers toward the most economically efficient solution. In Canada, Thermal Energy Storage solutions are currently disadvantaged vis-a-vis other, costlier technologies - time to re-level the playing field!
Alberta-Power: Regime Change!
A review of the rapidly and radically changing electricity market regime in Alberta through key Q3 statistics and comparisons to the same quarter over the past two decades. Zero-dollar hours are on a roll!
Alberta-Power: Faster-than-expected change
The trend toward intermittently (ultra-)low power prices is accelerating in Alberta - a look at Q2 statistics.
Canadian gas to JKM - Buckle up!
Based on recent news and analyst reports, one might think that LNG is a "get rich quick" scheme. Not quite ...
Emissions-free steam: Keeping it simple
Simple is good, simpler is better. A new decarbonization pathway is opening up for Alberta's energy industry: toasters in bricks.
Alberta-Power, Part 3: Opportunities
The final part of the Alberta Power series, looking at the business cases for three opportunities arising from intermittently cheap electricity: Batteries, Hydrogen, and Electro-Thermal Energy Storage.
Alberta-Power, Part 2: Averages, Tails and the Future
A deeper look into Alberta power prices over the last two decades, with an outlook of likely developments over coming years.
Alberta-Power, Part 1: A New Paradigm
An overview of the paradigm shift under way in the Alberta power market and the associated challenges and opportunities.
Dragon-Power: Does China’s HUGE solar expansion leave space for LNG?
China’s renewable energy growth surprises yet seem destined to continue or even accelerate. The long-term outlook for LNG is less clear.
Noise or Signal? The US LNG Export License Pause
A perspective on the recent US non-FTA export license pause and its potential implications for Canadian LNG projects.
A Holiday-Escape from the Echo Chamber
Books, Blogs, Podcasts providing high-quality energy perspectives from different angles, challenging and improving our own biases.
LNG market growth - a perspective
A view on drivers for robust LNG market growth despite its cost.
Where the rubber hits the road …
A case study on converting old mining truck tires into valuable raw material.
Predictions are Hard, Particularly about the Future
A comparison of EIA World Energy Outlook scenarios from 2002 and 2012 to actual outcomes in 2020/22.
Another Boom? The impact of LNG exports on domestic gas prices
A look at possible domestic gas market impacts from LNG Canada Phase 1 through a high-level review of three case studies.
Will Canadian LNG move markets?
A comparison of the relative size of Canadian LNG to US LNG.